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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
BCM
2326
Bares Capital Management
Austin,
Texas
| $852M | -$259M | -23% | 14.5% | 138% | 23 | 60.87% | 2.6 |
|
| 2327 |
2327
IQ EQ Fund Management
Dublin 2,
Ireland
| $850M | +$3.04M | +0.4% | 3.03% | 109% | 325 | 14.46% | 3.2 |
|
| 2328 |
2328
Azzad Asset Management
Falls Church,
Virginia
| $849M | +$331M | +64% | 3.76% | 118% | 313 | 48.24% | 2.3 |
|
| 2329 |
2329
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $849M | +$6.08M | +0.7% | 1.48% | 75.6% | 276 | 11.23% | 1.7 |
|
| 2330 |
2330
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $848M | +$14.6M | +2% | 0.67% | 47% | 865 | 76.76% | 2.7 |
|
| 2331 |
2331
Sentinel Trust
Houston,
Texas
| $848M | -$23.3M | -3% | 1.06% | 93.3% | 139 | 10.07% | 3.3 |
|
| 2332 |
2332
Dock Street Asset Management
Palm Beach,
Florida
| $847M | +$12.7M | +2% | 6.75% | 175% | 60 | 21.67% | 4.6 |
|
| 2333 |
2333
Penn Davis McFarland
Dallas,
Texas
| $845M | -$73.4M | -8% | 1.3% | 100% | 82 | 9.76% | 3.7 |
|
| 2334 |
2334
Monashee Investment Management
Boston,
Massachusetts
| $845M | +$116M | +16% | 1.07% | 460% | 65 | 72.31% | 0.4 |
|
| 2335 |
2335
Rockbridge Investment Management
Syracuse,
New York
| $845M | +$64.7M | +8% | 0.04% | 38.6% | 137 | 8.76% | 3.4 |
|
| 2336 |
2336
Planning Center Inc
Moline,
Illinois
| $845M | +$56.6M | +7% | 1.29% | 38.9% | 74 | 10.81% | 2 |
|
| 2337 |
2337
Rock Creek Group
Washington,
District of Columbia
| $844M | -$106M | -11% | 1.16% | 37.2% | 48 | 18.75% | 2 |
|
| 2338 |
2338
Arrowpoint Investment Partners
Singapore
| $843M | +$356M | +73% | 2.56% | – | 1,285 | 72.37% | 0.1 |
|
| 2339 |
2339
Parkman Healthcare Partners
Stamford,
Connecticut
| $843M | +$92.2M | +12% | 2.15% | 306% | 109 | 34.86% | 1.4 |
|
| 2340 |
2340
Anderson Hoagland & Co
St Louis,
Missouri
| $843M | -$129M | -13% | 0.73% | 104% | 142 | 8.45% | 3.9 |
|
| 2341 |
2341
IMA Advisory Services
Denver,
Colorado
| $843M | +$12.6M | +2% | 1.92% | 74.5% | 348 | 53.16% | 0.9 |
|
| 2342 |
2342
Forte Capital
Rochester,
New York
| $843M | -$46.5M | -5% | 4.1% | 98.3% | 244 | 9.43% | 4.4 |
|
| 2343 |
2343
Trust Company
Manhattan,
Kansas
| $842M | -$30.6M | -4% | 0.06% | 40.6% | 451 | 9.53% | 4.1 |
|
| 2344 |
2344
Pale Fire Capital SE
Prague,
Czech Republic
| $842M | +$401M | +91% | 23.9% | 223% | 70 | 38.57% | 0.6 |
|
| 2345 |
2345
Inspire Investing
Meridian,
Idaho
| $841M | -$52.3M | -6% | 2.24% | 107% | 893 | 18.14% | 2.8 |
|
| 2346 |
2346
Greenland Capital Management
New York
| $841M | +$215M | +34% | 3.49% | 210% | 464 | 63.15% | 0.4 |
|
| 2347 |
2347
WNY Asset Management
Williamsville,
New York
| $841M | +$34.3M | +4% | 0.14% | – | 236 | 10.17% | 2.5 |
|
| 2348 |
2348
Savoie Capital
Chicago,
Illinois
| $839M | $0 | 0% | 7.53% | – | 94 | 0% | 1.1 |
|
| 2349 |
2349
Glencore
Baar,
Switzerland
| $839M | +$2.87M | +0.3% | 0.5% | – | 3 | 33.33% | 0.3 |
|
| 2350 |
BPIM
2350
Brant Point Investment Management
New York
| $838M | +$35.3M | +4% | 3.87% | 169% | 161 | 44.1% | 2.5 |
|